and it has gotten personal as carl icahn has called out mark andreessen, claiming he has a conflict of interest in serving on the board as well as being a venture capitalist. here with us to discuss is our special guest host for the hour, keith rabois, a former executive at paypal. also with us is a former microsoft coo. cory johnson is still here as well. do you think ebay and paypal are better together or apart? >> think they are better apart. reed has always believed more in partnerships and the rest of the paypal mafia, but i think he would probably agree with the following point -- when you have one big customer, which is what ebay is, it tends to crowd out a lot of innovation. there's a lot of demand and services you have to allocate to that very large customer. paypal over the last decade has missed all the innovation in a square world and stripe world. >> what do you think? >> i think what needs to be done is a sensible analysis of the worst-case, the best case, most probable a case of a split versus keeping them together. one thing we know is electronic payment is going to be